Tax Resolution Practice Trends Podcast
31 episodes - English - Latest episode: almost 2 years ago -Welcome to the Tax Resolution Practice Trends Podcast where you'll discover how to get more tax resolution clients than you ever thought possible...Without breaking the bank with your host, Michael Rozbruch.
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Episodes
EP30: How Much Should Tax Resolution Businesses Spend On Marketing? - The Answer
July 26, 2022 12:00 - 2 minutes - 2.3 MBHey, it's Michael Rozbruch here. Also known as the Roz Man. And I teach CPAs, enrolled agents, attorneys, and other tax professionals how to build and grow lucrative tax resolution practices. And I get this question asked so many times. "Mike, how much should I spend on marketing to attract a new tax resolution client." Well, the rule of thumb is if you're doing paid marketing like if you're doing direct mail or even radio, the rule of thumb is about 20% of your gross amount of money that yo...
EP29: IRS Commissioner
July 19, 2022 12:00 - 3 minutes - 3.33 MBHey, it's Michael Rozbruch here, also known as the Roz Man. And I help CPAs, enrolled agents, attorneys, and other tax professionals build highly lucrative practices by showing you how to add $5,000 tax resolution clients to your business. And the IRS just came out as they have for the last 20 years with their list for 2022 of their dirty dozen. And one thing on the list really upset me, and I find it offensive. And I think you will, too. And this was right out of the mouth of Charles Rettig...
EP28: Million-Dollar Mindset for CPA Firms, EAs, & Tax Professionals
July 12, 2022 12:00 - 2 minutes - 2.31 MBHey, it's Michael Rozbruch here, also known as the Rozman. And I help CPAs, enrolled agents, attorneys, and other tax professionals build highly lucrative practices by showing them how to add tax resolution clients to their practice. And a healthy person has 1000 dreams. An unhealthy person has but just one dream. Let that sink in for a minute because we have to look at ourselves as the million-dollar racehorse. If we own our own business, a lot of people depend on us. Think about this. If y...
EP27: Always Ask For The Sale
April 15, 2022 12:00 - 2 minutes - 3.01 MBHey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. When I started in the tax resolution business and had my initial consultations with clients sitting at the other end of the desk or on the phone, I would go through my repertoire and script. They were great candidates as the chemistry was great, and I wanted to work with them. However, I wondered why I wasn't retained by people I thought should be retaining me. I knew I...
EP26: Managing Client Expectations
April 01, 2022 12:00 - 4 minutes - 4.28 MBHey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. Let me tell you about a coaching call I had just the other day with a Platinum Mastermind Member. He said, "Mike, I have this situation where I got a client about eight months ago. When I had my initial consultation, they were a perfect client for an Offer In Compromise (OIC). They had a payroll tax situation, and now we're eight months into the case. I told him the ran...
EP25: Never Let A Client Hire You For Just Offer In Compromise
March 25, 2022 16:45 - 2 minutes - 2.92 MBHey, it's Michael Rozbruch here, Creator of the Tax Resolution Domination System and Toolkit and Founder of Roz Strategies. Never let a client hire you only for an Offer In Compromise (OIC). Look, only 30 to 35% at most of your tax resolution clients will qualify for an Offer In Compromise because there are stringent requirements to be eligible. So most of your clients are going to be Installment Agreement (IA), Partial Pay IA, Innocent Spouse Relief and Currently Not Collectible (CNC) clien...
EP24: The Importance Of Mindset And Gratitude In Business
March 19, 2022 12:00 - 2 minutes - 2.41 MBHey, it's Michael Rozbruch here, Founder of Roz Strategies and Creator of the Tax Resolution Domination System and Toolkit. With all the stuff going on in the world right now, inflation going through the roof, paying more money at the grocery store, at the gas station and with wars going on, we got to remember a couple of things, guys. #1 We live in the best country on the planet. We value our freedoms and everything sacred to us here in this country. But here's the thing. When I get up eve...
EP23: How to Respond To “Your Just Too Expensive”
March 04, 2022 13:00 - 3 minutes - 3.4 MBHey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. This is a much different sales objection than someone saying, "I don't have any money." OK? This is an objection where the person doesn't want to be taken advantage of. This is an objection where a person doesn't want to pay over what he thinks he should pay. So prospects who ask this don't want to overpay. They just want to feel that you're going to be taking ca...
EP22: How Do You Guarantee Profits And Cash Flow?
February 25, 2022 14:09 - 4 minutes - 3.87 MBHey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. And how do you guarantee that you're going to have cash flow and profits next month? How do you guarantee that you're going to have cash flow and profits three months from now, six months from now, or even a year from now? How do you fill your sales pipeline? How do you monetize that pipeline and keep it full all year round? Now, just like oxygen is necessary for l...
EP21: What’s The Difference Between a Transactional Versus a Relationship Sale
February 18, 2022 13:00 - 2 minutes - 2.46 MBHey, I'm Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution, Domination System and Toolkit. And what's the difference between a transactional sale versus a relationship sale? What does this really mean? What does a transaction sale mean? What does a relationship sale mean? A transactional sale means I got to make the sale. I got to have this revenue. Versus a relationship sale is this: people want to be understood before they contract and hire you. Peo...
EP20: When Should You Hire Your Next Employee?
February 11, 2022 13:00 - 3 minutes - 3.15 MBHey, it's Michael Rozbruch here, Creator of the Tax Resolution, Domination System and ToolKit and Founder of Roz Strategies. And when is the best time to hire your next or new employee? When is the best time to hire your newest team member? OK, the best time to hire somebody is when you least can afford it, because if you're a solopreneur and you're a one-on-paper hander and everything revolves around you where you are the bottleneck and you're doing everything in your firm, you don't ...
EP19: How to Settle Your Client's IRS Tax Debt
January 28, 2022 18:38 - 3 minutes - 3.45 MBHey, it's Michael Rozbruch, Founder of Roz Strategies and Creator of the Tax Resolution Domination System and Toolkit. And there are five ways to settle your client's IRS tax debt. OK, let's take one of the ways, which is an Offer in Compromise. An Offer in Compromise is a legal binding written agreement between the taxpayer and the IRS that settles your taxpayer's debt in full for a fraction of what's owed in many, many cases. It's done on form 433 A OIC or Form 656. Another way to se...
EP18: Cryptocurrency & Taxes
January 28, 2022 18:32 - 2 minutes - 3.11 MBHey, it's Michael Rozbruch, creator of the Tax Resolution Domination System and ToolKit and also the Client Care Package System and Toolkit. And today I want to talk to you about cryptocurrency and the IRS because buried in the $1.2 trillion infrastructure bill that was passed into law on November 15th, 2021 is a paragraph that basically states that exchanges now, cryptocurrency exchanges are going to be required to give your clients a 1099 beginning in 2023, just like brokerage houses do....
EP17: Scale Your Accounting Business With Offshoring and Remote Work with Chris Rivera
April 13, 2021 12:00 - 24 minutes - 44.5 MBChris Rivera is the director of client relations and business development at Entigrity, a leading offshore solutions provider to the tax and accounting space. Chris’s background had always been in client relations. Going through the remote hiring process himself helped establish the framework they use to help accountants find remote employees now. Remote work has been around since the introduction of the internet, but in most industries, it hasn’t been fully embraced until recently. The C...
EP16: What Do You Do When You Have An Uncooperative Tax Resolution Client?
March 30, 2021 12:00 - 2 minutes - 2.52 MBOn the Roz Strategies podcast, Certified Tax Resolution Specialist and CPA Michael Rozbruch shares with you his secret systems and strategies that made him a pioneer in the tax resolution business and helped him generate over 100 MILLION DOLLARS in revenue in fourteen years! Tax resolution work is precise and time-bound. Clients actually pay for you to help them get out of their problem with the Internal Revenue Service (IRS). In this episode, Michael discusses what to do if your clients a...
EP15: Providing Immediate Results for Tax Resolution Clients
March 23, 2021 12:00 - 2 minutes - 2.94 MBHey, it's Michael Rozbruch, cofounder of Roz Strategies and creator of the Tax Resolution Domination System and Toolkit. And what's the first thing you need to do after being retained by a new tax resolution client? How do you provide immediate relief to that client? Number one is to make sure you are paid first. Either get 100% of the fee paid upfront or get a 30% to 50% deposit on the entire case or at the very, very least, make sure you get a check or a credit card for fifteen hundred dol...
EP14: Client Expectations vs. Reality In The Tax Resolution Industry
March 16, 2021 12:00 - 4 minutes - 4.19 MBClient Expectations vs. Reality The challenge in working with clients, especially with tax resolution cases, often lies in the transparency of their expectations versus reality. Thus, you must know what the goals are early on. Especially for clients who are overbearing and somewhat on the helpless side, it can prove a formidable partnership riddled with issues from the beginning of the story. Getting these problems under early control is vital to ensure long and successful business relatio...
EP13: Why Using LinkedIn & Facebook is a MUST for Tax Resolution Businesses
December 15, 2020 13:00 - 2 minutes - 2.32 MBWhy Using LinkedIn & Facebook is a MUST for Tax Resolution Businesses You have to have a social media presence today, even if that means just updating your profile and posting that you offer tax resolution services. It's not enough just to do direct mail or offline marketing. LinkedIn is one of the best places to get referrals from other CPA’s, enrolled agents, realtors, and bankruptcy attorneys. And you can get very granular on LinkedIn today. So make sure LinkedIn is part of your repe...
EP12: How Many Times Should You Follow Up with Tax Resolution Leads
December 01, 2020 13:00 - 2 minutes - 2.9 MBOn the Roz Strategies podcast, Certified Tax Resolution Specialist and CPA Michael Rozbruch shares with you his secret systems and strategies that made him a pioneer in the tax resolution business and helped him generate over 100 MILLION DOLLARS in revenue in fourteen years! In this episode, let’s discover how many times you should follow-up with tax resolution leads. Michael Rozbruch, CPA & Certified Tax Resolution Specialist, a pioneer in the tax resolution industry, has a proven track r...
EP11: How To Convert Tax Resolution Leads
November 25, 2020 13:00 - 2 minutes - 2.66 MBHow To Convert Tax Resolution Converting prospects into customers can be expensive if you are missing some critical points in your marketing. You want that person to know that they have come to the right place, and you are going to be that person who’s going to resolve their tax problem. Being able to convert the leads that are interested in your service is essential to ensure sustainable growth and offset the effects of churn. The goal is to get your leads to realize the value that ...
EP10: Big Predictions for Tax Resolution Marketing in 2021
November 03, 2020 21:30 - 1 minute - 1.74 MBOn the Tax Resolution Practice Trends Podcast, Michael Rozbruch shares with you his secret systems and strategies that made him a pioneer in the tax resolution business and helped him generate over 100 MILLION DOLLARS in revenue in fourteen years! In this episode, let’s find out the big predictions for tax resolution marketing in 2021. Are you ready for the tsunami of new tax resolution cases coming your way now until 2021? The economic devastation caused by COVID-19 led to a big predictio...
EP9: Referral Marketing For Tax Resolution Businesses
August 03, 2020 12:00 - 1 minute - 1.5 MBReferrals are one of the least expensive forms of marketing. The clients you get from referrals are already pre-qualified, pre-sold, and much less resistant to fees. Learn more about how to double referrals by going to https://www.rozstrategies.com/live-training/. We help CPAs, Attorneys and Enrolled Agents build highly profitable practices through PROVEN marketing systems and strategies. Services include Marketing and Sales Mastery, Client and Practice Management as well as Case Resolutio...
EP8: Why Consider Tax Resolution
July 14, 2020 12:00 - 3 minutes - 3.11 MBAre you still wondering why you should even bother dealing with people who owe the IRS? Isn't that a hassle? Nearly 25% of people are basically unemployed right now. How do you think you're going to get paid if someone owes thousands of dollars to the IRS? Well, you can get paid. The truth is, if somebody is in pain enough, they will find help no matter what. They will find professional help and they know they have to pay for it. It simply goes like this, if you have a legal problem, a...
EP7: Why Struggling Businesses Need Your Help
July 07, 2020 19:00 - 2 minutes - 2.85 MBThe heavy impact of COVID-19 to many brick and mortar businesses have caused tremendous economic devastation. This is where the tax resolution industry can step in and help the business owners deal with their huge tax debts. We're going to see the largest influx of these cases as we've never seen before. You need to start learning how to reach out to them, how to market to them, how to identify them, and how to attract them. Now, how can you build a rare business brand that's different f...
EP6: IRS Audit Process For Tax Resolution Professionals
June 02, 2020 12:00 - 2 minutes - 2.44 MBIRS Audit Process For Tax Resolution Businesses In today’s video I want to share with you the IRS Audit Process. It's no secret that the IRS is auditing less and less income tax returns. But let's say one of your clients does get audited. Here's what you need to do. Number one is you need to get retained on that case. Because if your client goes to the IRS themselves, that's akin to going to court without a lawyer. Tune in to the full video to learn more. About Michael Rozbruch ...
EP5: IRS Audit Process For Tax Resolution Professionals
June 02, 2020 12:00 - 2 minutes - 2.44 MBIRS Audit Process For Tax Resolution Businesses In today’s video I want to share with you the IRS Audit Process. It's no secret that the IRS is auditing less and less income tax returns. But let's say one of your clients does get audited. Here's what you need to do. Number one is you need to get retained on that case. Because if your client goes to the IRS themselves, that's akin to going to court without a lawyer. Tune in to the full video to learn more. About Michael Rozbruch ...
EP5: Successful Negotiation For Tax Resolution Businesses
May 26, 2020 12:00 - 2 minutes - 2.96 MBSuccessful Negotiation For Tax Resolution Businesses Do you want to be successful in the tax resolution business? Then, you need to be a good negotiator. This has contributed significantly to Michael's successful years in the tax industry, where he has personally represented about two thousand individuals and small business businesses for many years. There are times when he would ask the IRS for a cite, something that's codified in the law, some section from the Internal Revenue Manual. A...
EP4: Effective Sales Techniques For Tax Resolution Businesses
May 22, 2020 22:35 - 12 minutes - 11.1 MBMichael Rozbruch grew his business from a dining room table to doing one hundred and sixty-eight consecutive month over month increased deposits in his bank account? That's 14 years that culminated in doing $23 million in one year alone solely from representing IRS clients. In this week’s episode, you’ll learn about the effective sales strategy that made his tax resolution business even more successful. He came up with a proven and reliable high-ticket sales strategy that's made up of four ...
EP3: Investing In Yourself with Michael Rozbruch
April 30, 2020 12:00 - 2 minutes - 1.97 MBInvesting in Yourself “Experts are always students first.” — Michael Rozbruch Do you ever wonder how many people in this world actually invest in themselves in terms of personal development and technical training? Michael has a rule of thumb, where he usually spends between 10 to 15 percent of his gross for the year in education. In this week's episode, Michael Rozbruch talks about investing in yourself. Part One of ‘Invest in Yourself’ Remember, experts are always students first...
EP2: Small Business and Coronavirus
April 16, 2020 12:00 - 2 minutes - 4.92 MBSmall Business and Coronavirus “You need to be a leader for your clients right now.” — Michael Rozbruch We are in uncharted waters. Everything seems to be upside down. But right now, we just need to breathe and think, ‘This too will pass.’ In this episode, we will share with you the reasons why you need to lead your tax resolution clients, especially in these trying times. Part One of Now is the Time to Lead First of all, there are some things which you need to understand. ...
EP1: Coronavirus and Tax Resolution
April 09, 2020 22:30 - 4 minutes - 7.8 MBCoronavirus and Tax Resolution “The ones who will profit the most during this crisis are the ones who weather the storm and don't retreat.”— Michael Rozbruch The world is officially turned upside down, given the health hazards that the coronavirus is bringing. The stock market is going down. People aren't going to restaurants. We can't even go to the gym. Over 100 million Americans are under “stay at home” orders. Things are going crazy, and we know exactly how you feel. But what if we t...